Intel's Stock Surges to New Highs: Intel's shares have nearly quadrupled in the past year, reaching an all-time high of $85. The company's turnaround is driven by renewed demand for CPUs in AI infrastructure and stronger revenue and earnings. Intel's Foundry Business Remains Early in Turnaround: While Intel's manufacturing roadmap is crucial to its comeback, the company's external foundry revenue is still small, and investors should be cautious about the foundry narrative. A Tighter Margin for Error: With the stock's surge, expectations are now built into Intel's price, making it a tighter margin for error. Foundry Customer Traction and Margin Improvement are Key Metrics to Watch: If Intel can attract major external customers and improve its margins, the bull case strengthens. Otherwise, the stock becomes harder to justify at current levels.

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